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NEWSFLASH! The future is uncertain. Is this really news? If not, is it worth making a decision that locks up all your hard-earned savings for the rest of your life? We don’t think so, and we don’t rely on fear or intimidation to convince folks to make an investment decision and put money in our pockets. Nothing regarding your finances is so important that it has to be decided right now, and no company that wants your business can’t extend a deadline even 24 hours if they really want to work with you.
Working “with” you is the key. Nobody has a crystal ball. We pride ourselves on finding investment solutions with maximum flexibility. We don’t put our clients in proprietary products or investments with early-withdrawal penalties unless that’s exactly what’s appropriate for them. Yes, we can sell all those things too, but we seldom find them the best solution for the clients’ specific needs. You deserve to be treated like an individual, not a contract or policy number. If you’re worried about the future, call us. Together we’ll work out an investment plan for you that can relieve some of your fears. The conversation is free and there’s no obligation, and there’s never a high-pressure sales pitch.
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Tom Crow, President of Crow Financial AdvisorsYou'll hear Tom's radio spots on the local radio station. He is a respected wealth management expert in the Southwest, a member of Kingdom Advisors, a talented musician and singer, a mediocre golfer, and an all around great guy. Archives
October 2023
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8210 Louisiana Blvd NE, Suite B
Albuquerque, NM 87113
Phone 505.243.2281 | Email info@crowfa.com
Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”) an SEC Registered Investment Advisor doing business as Crow Financial Advisors.
The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Neither Summit nor Crow Financial Advisors recommends, endorses or favors any of the vendors or business professionals listed on this website. Any such information is for informational purposes only. Any potential consumer of such vendor or business professional is expected to conduct their own due diligence and assessment on the products or services to be provided. The content in this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice.
The attached materials, URLs, or referenced external websites are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found within have not been verified by Summit, nor do we make any representations as to their accuracy and completeness. Summit, and affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully.
Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against loss.
Crow Financial Advisors may only transact business in a state if it is first registered or excluded or exempt from registration.
For more information about Summit and its investment professionals, click here.
Please contact us if you have questions about our ability to work with you.
The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Neither Summit nor Crow Financial Advisors recommends, endorses or favors any of the vendors or business professionals listed on this website. Any such information is for informational purposes only. Any potential consumer of such vendor or business professional is expected to conduct their own due diligence and assessment on the products or services to be provided. The content in this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice.
The attached materials, URLs, or referenced external websites are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found within have not been verified by Summit, nor do we make any representations as to their accuracy and completeness. Summit, and affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully.
Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against loss.
Crow Financial Advisors may only transact business in a state if it is first registered or excluded or exempt from registration.
For more information about Summit and its investment professionals, click here.
Please contact us if you have questions about our ability to work with you.